|
1751
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$244K
|
–
|
–
|
–
|
|
|
1752
|
Vontobel Holding
Zurich,
Switzerland
|
$243K
|
-$144K
|
-4,740
|
-37%
|
|
|
1753
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$243K
|
+$240K
|
+7,910
|
New
|
|
|
1754
|
WealthCollab
Bellevue,
Washington
|
$243K
|
-$7.64K
|
-252
|
-3%
|
|
|
1755
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$243K
|
+$240K
|
+7,905
|
New
|
|
|
1756
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$242K
|
+$240K
|
+7,899
|
New
|
|
|
1757
|
Osprey Private Wealth
New York
|
$242K
|
+$239K
|
+7,893
|
New
|
|
|
1758
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
1759
|
Granville Capital
Greensboro,
North Carolina
|
$242K
|
–
|
–
|
–
|
|
|
1760
|
KWMG LLC
Overland Park,
Kansas
|
$241K
|
+$239K
|
+7,871
|
New
|
|
|
1761
|
Harbor Group
Bedford,
New Hampshire
|
$241K
|
+$182
|
+6
|
+0.1%
|
|
|
1762
|
Birch Financial Group
Keene,
New Hampshire
|
$240K
|
-$23.8K
|
-785
|
-9%
|
|
|
1763
|
Lazari Capital Management
Woodland Hills,
California
|
$240K
|
+$8.34K
|
+275
|
+4%
|
|
|
1764
|
Portland Financial Advisors
Port Washington,
New York
|
$240K
|
+$237K
|
+7,810
|
New
|
|
|
1765
|
Peak Financial Management
Wellesley,
Massachusetts
|
$239K
|
–
|
–
|
–
|
|
|
1766
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$239K
|
-$20.5K
|
-676
|
-8%
|
|
|
1767
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$239K
|
+$455
|
+15
|
+0.2%
|
|
|
1768
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$238K
|
+$236K
|
+7,770
|
New
|
|
|
1769
|
Glassman Wealth Services
Vienna,
Virginia
|
$238K
|
+$162K
|
+5,329
|
+221%
|
|
|
1770
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$236K
|
+$234K
|
+7,707
|
New
|
|
|
1771
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$234K
|
+$232K
|
+7,643
|
New
|
|
|
1772
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$234K
|
-$28K
|
-924
|
-11%
|
|
|
1773
|
Synergy Financial Group
San Ramon,
California
|
$233K
|
–
|
–
|
–
|
|
|
1774
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
1775
|
Falcon Wealth Planning
Ontario,
California
|
$232K
|
+$230K
|
+7,573
|
New
|
|
